Banks have been seen as safe places for money for most of the last century, but as we’ve seen lately, blindly trusting your bank can get you into a lot of trouble. Listen along and learn how to spot banks that are more concerned with selling their products and tying up your money than providing a safe place to store your spending money and emergency fund. Later in the episode, Paul and Jonathan talk about why your behavior is more important than anything else when it comes to successful investing.

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It’s a bad time to be trying to navigate investing on your own. Today, Paul and Jonathan talk about how AI is starting to affect the news and markets, as well as investors’ fears about the banking sector. Listen along as the advisors share how investors can navigate this strange time without getting crushed by erratic markets and why building your investments for the long-term helps you tune out the noise and relax about investing. Later in the episode, Jonathan shares a mistake an investor made because he didn’t know the risks and didn’t reach out for help and how you can learn from it – so you don’t repeat it.

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Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or business magazines in today’s investing climate. Listen along as Paul and Jim conclude with questions 13-20, which cover rebalancing, diversification, and costs when managing a portfolio of investments.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or business magazines in today’s investing climate. Listen along as Paul and Jim discuss questions 6–12, which are about risk: what it is, how to measure it, and how to manage it.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or in business magazines in today’s investing climate. Listen along as Paul and Jim cover questions four and five, which talk about knowing how to spot when investment firms are speculating with your money and choosing an academic approach to investing.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or in business magazines in today’s investing climate. Listen along as they tackle the first three questions, which cover topics like finding your purpose for money, understanding your natural biases or roadblocks, and whether or not the stock market is a good place to invest.

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Paul got an email this week called “How Biden’s Digital Dollar Destroys Freedom” and gave it a good read – so that you don’t have to. Today, Paul sifts through these claims that a federal digital currency would be used to track you and your spending habits and that the government could take all your money whenever it wanted. Listen along to hear Paul explain that most of our currency is already digital and discovers that the email that is trying to scare people into distrust of American currency… is actually an advertisement for gold.

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Paul brings in Jessie Lee Perez, a certified business analyst and the founder of We Speak Color, to share some of her experiences as a business analyst, world traveler, and nonprofit founder. We Speak Color works to turn people who are being under-utilized in their communities into people who have sustainable careers and make an impact on the world around them. Listen along as these two talk about knowing your skills, understanding if your skills match your current job, and how people like Jessie can help you chart a course to finding fulfillment in your work life.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.